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Asian Currencies Are Holding Steady , But Geopolitical Risks Haven't Gone Away
A Cautious but Steady Market
Asian currencies are finding their footing right now even as geopolitical tensions keep markets on edge. The Japanese #yen is holding around 153 per dollar while the Malaysian ringgit has quietly become the region's best performing currency this year strengthening in four of the last five trading sessions.
What's Driving the Calm
A softer US dollar is giving most regional currencies some breathing room. Foreign investors are also returning to Asian markets especially Indian and Korean bonds which is adding support. Renewed foreign inflows into Malaysian assets have been a key driver as investors look to diversify away from traditional safe havens.
The #Risks Are Still There
Not everything is smooth sailing. India's rupee faces pressure from geopolitical risks including a recently defused military clash with Pakistan and renewed tensions in the Middle East which could push oil prices higher hitting the economy hard given its heavy energy import dependence.
What to Watch Next
South Korea's won is stabilising after months of political uncertainty following last year's presidential shake-up. Better macro conditions improved chip exports and expected Fed rate cuts could reduce won volatility significantly through 2026.
Overall the mood across Asian #FXmarkets is careful but not panicked and that steadiness for now is enough to keep investors cautiously optimistic.
A Cautious but Steady Market
Asian currencies are finding their footing right now even as geopolitical tensions keep markets on edge. The Japanese #yen is holding around 153 per dollar while the Malaysian ringgit has quietly become the region's best performing currency this year strengthening in four of the last five trading sessions.
What's Driving the Calm
A softer US dollar is giving most regional currencies some breathing room. Foreign investors are also returning to Asian markets especially Indian and Korean bonds which is adding support. Renewed foreign inflows into Malaysian assets have been a key driver as investors look to diversify away from traditional safe havens.
The #Risks Are Still There
Not everything is smooth sailing. India's rupee faces pressure from geopolitical risks including a recently defused military clash with Pakistan and renewed tensions in the Middle East which could push oil prices higher hitting the economy hard given its heavy energy import dependence.
What to Watch Next
South Korea's won is stabilising after months of political uncertainty following last year's presidential shake-up. Better macro conditions improved chip exports and expected Fed rate cuts could reduce won volatility significantly through 2026.
Overall the mood across Asian #FXmarkets is careful but not panicked and that steadiness for now is enough to keep investors cautiously optimistic.
🇯🇵 Japan Inflation Cools — Key Shift for Markets
Japan’s inflation trend is losing momentum, and that’s a big macro signal 👇🏽
📊 January CPI Snapshot:
• Headline CPI: 1.5% YoY (↓ from 2.4%) — slowest in 2 years
• Core CPI: 2.0% YoY — in line with expectations
• Core-core CPI: 2.6% YoY — lowest in ~1 year
💡 What This Means:
Inflation pressures are cooling faster than expected, easing stress on policymakers.
🚨 Why It Matters for Markets:
• Strengthens disinflation narrative
• Lowers urgency for aggressive BoJ tightening
• Pressures yen upside & caps JGB yield spikes
• Reshapes expectations on Bank of Japan policy normalization
🎯 Big Picture:
Japan now stands at a critical inflection point —
Will inflation stabilize near target, or cool further forcing policy delays?
Macro traders, FX desks & bond markets are watching closely.
#Japan #Inflation #Yen #Bonds #GlobalMarkets
$XRP
$ETH
$SOL
Japan’s inflation trend is losing momentum, and that’s a big macro signal 👇🏽
📊 January CPI Snapshot:
• Headline CPI: 1.5% YoY (↓ from 2.4%) — slowest in 2 years
• Core CPI: 2.0% YoY — in line with expectations
• Core-core CPI: 2.6% YoY — lowest in ~1 year
💡 What This Means:
Inflation pressures are cooling faster than expected, easing stress on policymakers.
🚨 Why It Matters for Markets:
• Strengthens disinflation narrative
• Lowers urgency for aggressive BoJ tightening
• Pressures yen upside & caps JGB yield spikes
• Reshapes expectations on Bank of Japan policy normalization
🎯 Big Picture:
Japan now stands at a critical inflection point —
Will inflation stabilize near target, or cool further forcing policy delays?
Macro traders, FX desks & bond markets are watching closely.
#Japan #Inflation #Yen #Bonds #GlobalMarkets
$XRP
$ETH
$SOL
🇯🇵📈 The Japanese yen rebounded, rising about 0.5% to ¥152.80 vs the US dollar and 0.5% to ¥180.97 vs the euro, as markets priced in expectations of expansionary fiscal and monetary policies under Prime Minister Sanae Takaichi. 💹 Barclays says the “fair value” for USD/JPY is in the high‑140s, with 150 remaining a near‑term target if support holds. 🧭
$ORCA
$RPL
$OGN
#Yen #Forex #JapanCrypto #USDJPY #Markets �
$ORCA
$RPL
$OGN
#Yen #Forex #JapanCrypto #USDJPY #Markets �
🔥🚨 BREAKING: Historic Move in Japan — Yen & Stocks Rally Together! 🇯🇵
$SPACE $RPL $SIREN
For the first time since 2005, the Japanese Yen and Topix index are both rising simultaneously. Over the past year, the Yen is up +1% vs USD, and Topix has surged +38% — a rare alignment signaling a potential long-term bullish cycle for Japan’s markets.
💥 Why it matters:
Rising Yen usually pressures exporters, but here stocks are also climbing.
Similar patterns occurred during major bull markets in Japan (1980s), Germany (late 1980s–90s), and China (early 2000s).
Investors worldwide are watching; this could be the start of a secular boom.
#Japan #Yen #Topix #Markets #BullRun
For the first time since 2005, the Japanese Yen and Topix index are both rising simultaneously. Over the past year, the Yen is up +1% vs USD, and Topix has surged +38% — a rare alignment signaling a potential long-term bullish cycle for Japan’s markets.
💥 Why it matters:
Rising Yen usually pressures exporters, but here stocks are also climbing.
Similar patterns occurred during major bull markets in Japan (1980s), Germany (late 1980s–90s), and China (early 2000s).
Investors worldwide are watching; this could be the start of a secular boom.
#Japan #Yen #Topix #Markets #BullRun
🏯 Japan Making History: A Rare Bullish Signal! 📈🇯PY
The Japanese markets are witnessing a historic shift that hasn't been seen in two decades! 🌏 The correlation between the Japanese Yen ($JPY) and the Topix stock index has officially flipped positive for the first time since 2005. 🔄✨
📊 What’s Happening?
Typically, a stronger Yen hurts Japanese stocks, but right now, they are rising in tandem—a rare and powerful market signal. 🤝🚀
Yen Strength: Appreciated +1% against the USD over the past year. 💪💵
Topix Surge: Rallied a massive +38% in the same period! 🔥📈
The "Twin Rally": Seeing both the currency and the equity market climb together is a classic hallmark of a secular bull market. 🏹
📜 Historical Precedents:
This synchronized pattern has historically marked the beginning of "Golden Eras" for global economies:
Japan: 1982–1990 🇯🇵
Germany: 1985–1995 🇩🇪
China: 2000–2008 🇨🇳
Is Japan entering a new multi-year super-cycle? The data certainly suggests a massive structural rotation is underway! 💎🏯
#JapanMarkets #Topix #Yen #StockMarketNews #MacroInvesting
$RPL
$INIT
$POWER
The Japanese markets are witnessing a historic shift that hasn't been seen in two decades! 🌏 The correlation between the Japanese Yen ($JPY) and the Topix stock index has officially flipped positive for the first time since 2005. 🔄✨
📊 What’s Happening?
Typically, a stronger Yen hurts Japanese stocks, but right now, they are rising in tandem—a rare and powerful market signal. 🤝🚀
Yen Strength: Appreciated +1% against the USD over the past year. 💪💵
Topix Surge: Rallied a massive +38% in the same period! 🔥📈
The "Twin Rally": Seeing both the currency and the equity market climb together is a classic hallmark of a secular bull market. 🏹
📜 Historical Precedents:
This synchronized pattern has historically marked the beginning of "Golden Eras" for global economies:
Japan: 1982–1990 🇯🇵
Germany: 1985–1995 🇩🇪
China: 2000–2008 🇨🇳
Is Japan entering a new multi-year super-cycle? The data certainly suggests a massive structural rotation is underway! 💎🏯
#JapanMarkets #Topix #Yen #StockMarketNews #MacroInvesting
$RPL
$INIT
$POWER
JAPAN HIKES. BITCOIN CRASH IMMINENT?
Entry: 65000 🟩
Target 1: 63000 🎯
Target 2: 60000 🎯
Stop Loss: 68000 🛑
The Bank of Japan is poised for a rate hike. This isn't just a whisper, it's a roar. Markets are pricing in 80% odds. A 25-basis-point increase could ignite a global yen carry trade unwind. History shows this is a brutal event. Bitcoin and Ethereum plunged 20% in hours before. Forced deleveraging is coming. Leverage in crypto derivatives amplifies the pain. Japanese institutions repatriating U.S. Treasuries adds another layer of pressure. Yield differentials are narrowing. U.S. yields could surge. Global financial conditions tighten. Bitcoin, the ultimate high-beta asset, will feel the full force. A hawkish surprise is the nightmare scenario. Expect extreme volatility. This is your warning.
Disclaimer: This is not financial advice.
#Bitcoin #Crypto #Trading #FOMO #Yen
Entry: 65000 🟩
Target 1: 63000 🎯
Target 2: 60000 🎯
Stop Loss: 68000 🛑
The Bank of Japan is poised for a rate hike. This isn't just a whisper, it's a roar. Markets are pricing in 80% odds. A 25-basis-point increase could ignite a global yen carry trade unwind. History shows this is a brutal event. Bitcoin and Ethereum plunged 20% in hours before. Forced deleveraging is coming. Leverage in crypto derivatives amplifies the pain. Japanese institutions repatriating U.S. Treasuries adds another layer of pressure. Yield differentials are narrowing. U.S. yields could surge. Global financial conditions tighten. Bitcoin, the ultimate high-beta asset, will feel the full force. A hawkish surprise is the nightmare scenario. Expect extreme volatility. This is your warning.
Disclaimer: This is not financial advice.
#Bitcoin #Crypto #Trading #FOMO #Yen
USD/JPY "Levitates" Near 156: A Tug-of-War Between Takaichi and the Fed! 🇯🇵🇺🇸
The US Dollar ($ACA is continuing its "levitation" act against the Japanese Yen ($CHESS
), holding steady in the 155.70 – 156.30 range. Despite a historic election win in Japan, the Yen is struggling to find solid ground as divergent monetary policies keep the "carry trade" alive.
🔍 The "Levitation" Factors
The Takaichi Mandate: While PM Sanae Takaichi’s landslide supermajority (Feb 8) initially provided some political clarity, her "reflationist" stance is a double-edged sword. Markets fear her expansionary fiscal plans might force the Bank of Japan (BoJ) to slow down its rate hike cycle.
#dollar #yen #Japan #WhaleDeRiskETH #GoldSilverRally
The "Warsh" Factor: The nomination of Kevin Warsh as the next Fed Chair is keeping the Greenback supported. His perceived hawkish tilt suggests that US interest rates might stay "higher for longer" compared to Japan’s ultra-low rates.
Data Compression: The market is currently "levitating" in anticipation of a massive US data dump this week: Retail Sales (Tuesday), Payrolls (Wednesday), and CPI (Friday). Until these numbers land, the Dollar is staying buoyed by uncertainty.
📊 Why This Matters for Crypto ($BTC
)
The USD/JPY pair is often a barometer for global liquidity and risk appetite:
Risk-On Sentiment: A stable, "levitating" Dollar without a chaotic breakout often allows risk assets like Bitcoin to breathe.
Yen Carry Trade: As long as the Yen remains weak (levitating USD/JPY), the "carry trade" (borrowing Yen to buy higher-yielding assets) remains active, providing indirect liquidity to global markets.
The US Dollar ($ACA is continuing its "levitation" act against the Japanese Yen ($CHESS
), holding steady in the 155.70 – 156.30 range. Despite a historic election win in Japan, the Yen is struggling to find solid ground as divergent monetary policies keep the "carry trade" alive.
🔍 The "Levitation" Factors
The Takaichi Mandate: While PM Sanae Takaichi’s landslide supermajority (Feb 8) initially provided some political clarity, her "reflationist" stance is a double-edged sword. Markets fear her expansionary fiscal plans might force the Bank of Japan (BoJ) to slow down its rate hike cycle.
#dollar #yen #Japan #WhaleDeRiskETH #GoldSilverRally
The "Warsh" Factor: The nomination of Kevin Warsh as the next Fed Chair is keeping the Greenback supported. His perceived hawkish tilt suggests that US interest rates might stay "higher for longer" compared to Japan’s ultra-low rates.
Data Compression: The market is currently "levitating" in anticipation of a massive US data dump this week: Retail Sales (Tuesday), Payrolls (Wednesday), and CPI (Friday). Until these numbers land, the Dollar is staying buoyed by uncertainty.
📊 Why This Matters for Crypto ($BTC
)
The USD/JPY pair is often a barometer for global liquidity and risk appetite:
Risk-On Sentiment: A stable, "levitating" Dollar without a chaotic breakout often allows risk assets like Bitcoin to breathe.
Yen Carry Trade: As long as the Yen remains weak (levitating USD/JPY), the "carry trade" (borrowing Yen to buy higher-yielding assets) remains active, providing indirect liquidity to global markets.
JUST IN: 🇺🇸 U.S. DOLLAR SELLOFF ACCELERATES!
DOWN 1% AGAINST JAPANESE YEN AND SWISS FRANC.
#USD #Forex #CurrencyMarket #USDollar #Yen
DOWN 1% AGAINST JAPANESE YEN AND SWISS FRANC.
#USD #Forex #CurrencyMarket #USDollar #Yen
Binance Market Update: Crypto Market Trends | October 17, 2025
Top stories of the day:
#IMF Chief Highlights Rapid Digitalization of Fiat Currencies
#GOLD Prices Surge Amid Market Volatility
#Florida Proposes Bill to Invest in Digital Assets
VanEck Submits Application for Lido Staked Ethereum ETF
#US September Consumer Demand Slows, Economic Indicators Show
U.S. Two-Year Treasury Yield Falls Below 3.44% for First Time Since April
Public Companies Reach Record Bitcoin Holdings of $117 Billion
Global Gold Market Cap Surpasses $30 Trillion, Outshining Major Companies
Ethereum Leads Blockchain Developer Growth in 2025
#yen Strengthens as U.S. Banks Face Loan Challenges
"Do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"
$ETH $BTC
Top stories of the day:
#IMF Chief Highlights Rapid Digitalization of Fiat Currencies
#GOLD Prices Surge Amid Market Volatility
#Florida Proposes Bill to Invest in Digital Assets
VanEck Submits Application for Lido Staked Ethereum ETF
#US September Consumer Demand Slows, Economic Indicators Show
U.S. Two-Year Treasury Yield Falls Below 3.44% for First Time Since April
Public Companies Reach Record Bitcoin Holdings of $117 Billion
Global Gold Market Cap Surpasses $30 Trillion, Outshining Major Companies
Ethereum Leads Blockchain Developer Growth in 2025
#yen Strengthens as U.S. Banks Face Loan Challenges
"Do support by follow, like, comment, share, repost to reach maximum audience, more such informative content ahead"
$ETH $BTC
diría el chavo la venganza es mala, mata el alma y la envenena xD
#USBitcoinReservesSurge #MarketPullback #BTC走势分析 #Yuan #yen $BTC
$ETH
$BNB
#USBitcoinReservesSurge #MarketPullback #BTC走势分析 #Yuan #yen $BTC
$ETH
$BNB
🤣La mejor Venganza del año! Ameeee! hahaha
"Laaaa Mejor venganza del año": mujer se burla de Louis Vuitton contando $83,000 en efectivo frente a los empleados y luego se va sin comprar nada*
Una mujer en China encontró una forma única de vengarse de la tienda Louis Vuitton después de sentirse ignorada y despreciada por los empleados. Contó $83,000 en efectivo frente a ellos, solo para rechazar la compra y llevarse el dinero de vuelta.
La mujer, que compartió su historia en la plataforma de redes sociales Xiaohongshu, dijo que los empleados de Louis Vuitton la habían ignorado y faltado al respeto en una visita anterior. Incluso después de enviar una queja a la sede, no recibió respuesta. Así que decidió tomar medidas.
Dos meses después, regresó a la tienda con una gran bolsa llena de efectivo y comenzó a elegir ropa. Le entregó el dinero a los empleados y les pidió que lo contaran. Después de dos horas, cuando los empleados terminaron de contar el dinero, la mujer simplemente dijo: "Lo siento, no quiero comprar nada más" y se fue con el dinero.
La historia se volvió viral en las redes sociales chinas, con muchos usuarios llamándola la "mejor venganza del año". ¿Qué piensas tú? ¿Crees que la mujer se salió con la suya o debería haber encontrado una forma más constructiva de resolver el problema?
*Algunos titulares alternativos:*
- "La venganza perfecta: mujer se burla de Louis Vuitton con $83,000 en efectivo"
- "Mujer se va de Louis Vuitton con $83,000 después de ser ignorada"
- "La forma más creativa de vengarse: mujer cuenta $83,000 en efectivo en Louis Vuitton"
*¿Quieres saber más sobre esta historia?*
Sigueme si llegaste hasta aquí 🥹
Una mujer en China encontró una forma única de vengarse de la tienda Louis Vuitton después de sentirse ignorada y despreciada por los empleados. Contó $83,000 en efectivo frente a ellos, solo para rechazar la compra y llevarse el dinero de vuelta.
La mujer, que compartió su historia en la plataforma de redes sociales Xiaohongshu, dijo que los empleados de Louis Vuitton la habían ignorado y faltado al respeto en una visita anterior. Incluso después de enviar una queja a la sede, no recibió respuesta. Así que decidió tomar medidas.
Dos meses después, regresó a la tienda con una gran bolsa llena de efectivo y comenzó a elegir ropa. Le entregó el dinero a los empleados y les pidió que lo contaran. Después de dos horas, cuando los empleados terminaron de contar el dinero, la mujer simplemente dijo: "Lo siento, no quiero comprar nada más" y se fue con el dinero.
La historia se volvió viral en las redes sociales chinas, con muchos usuarios llamándola la "mejor venganza del año". ¿Qué piensas tú? ¿Crees que la mujer se salió con la suya o debería haber encontrado una forma más constructiva de resolver el problema?
*Algunos titulares alternativos:*
- "La venganza perfecta: mujer se burla de Louis Vuitton con $83,000 en efectivo"
- "Mujer se va de Louis Vuitton con $83,000 después de ser ignorada"
- "La forma más creativa de vengarse: mujer cuenta $83,000 en efectivo en Louis Vuitton"
*¿Quieres saber más sobre esta historia?*
Sigueme si llegaste hasta aquí 🥹
Japanese Yen Collapse May See More Firms Adopt Bitcoin
Earlier today, the Japanese Yen dropped to ¥160.8 against the USD, its weakest level since 1986. Interestingly, the data shows that even the Turkish Lira, Argentine Peso, and Brazilian Real are performing better than the Yen. Just in the last four years since June 2020, the Japanese Yen has crashed 34% against the USD. This is pretty unusual and concerning, especially for a developed country’s currency. Earlier this year in April and May, Japanese authorities spent $62 billion in the foreign exchange market to bolster the yen and prevent it from dropping below the 160 level. Despite having a temporary impact, the Yen has even slipped under the threshold.Japanese investment firm Metaplanet is already making a shift in tune with the macro developments. Following a path similar to MicroStrategy, Metaplanet recently announced $7 million worth of Bitcoin purchase through a bond sale. Market analysts have expressed concerns about the Bank of Japan’s monetary decision and the printing of the Japanese Yen. Market analysts suggest that with excess printing of fiat currency, Japan should be secretly buying Bitcoin, in order to protect themselves from this currency collapse.
Japanese investment firm Metaplanet is already making a shift in tune with the macro developments. Following a path similar to MicroStrategy, Metaplanet recently announced $7 million worth of Bitcoin purchase through a bond sale. Market analysts have expressed concerns about the Bank of Japan’s monetary decision and the printing of the Japanese Yen. Market analysts suggest that with excess printing of fiat currency, Japan should be secretly buying Bitcoin, in order to protect themselves from this currency collapse.
#yen #BTCFOMCWatch #BTC☀ #CPIAlert #BinanceTournament
Earlier today, the Japanese Yen dropped to ¥160.8 against the USD, its weakest level since 1986. Interestingly, the data shows that even the Turkish Lira, Argentine Peso, and Brazilian Real are performing better than the Yen. Just in the last four years since June 2020, the Japanese Yen has crashed 34% against the USD. This is pretty unusual and concerning, especially for a developed country’s currency. Earlier this year in April and May, Japanese authorities spent $62 billion in the foreign exchange market to bolster the yen and prevent it from dropping below the 160 level. Despite having a temporary impact, the Yen has even slipped under the threshold.Japanese investment firm Metaplanet is already making a shift in tune with the macro developments. Following a path similar to MicroStrategy, Metaplanet recently announced $7 million worth of Bitcoin purchase through a bond sale. Market analysts have expressed concerns about the Bank of Japan’s monetary decision and the printing of the Japanese Yen. Market analysts suggest that with excess printing of fiat currency, Japan should be secretly buying Bitcoin, in order to protect themselves from this currency collapse.
Japanese investment firm Metaplanet is already making a shift in tune with the macro developments. Following a path similar to MicroStrategy, Metaplanet recently announced $7 million worth of Bitcoin purchase through a bond sale. Market analysts have expressed concerns about the Bank of Japan’s monetary decision and the printing of the Japanese Yen. Market analysts suggest that with excess printing of fiat currency, Japan should be secretly buying Bitcoin, in order to protect themselves from this currency collapse.
#yen #BTCFOMCWatch #BTC☀ #CPIAlert #BinanceTournament
Japan's biggest rate hike in decades (from 0.5% to 0.75%) was meant to strengthen the yen, but it backfired—the currency plunged to 157 vs USD while stocks soared. Markets saw it as a "dovish" move with no aggressive follow-up, structural dollar demand from trade deficits and supply chain shifts overwhelmed the policy, and global capital chased undervalued Japanese equities over low-yield bonds. This highlights how geopolitics and capital flows are now overpowering traditional central bank tools. #Yen #BOJ $BTC $ETH $BNB
🔥 Buffett's Japan Bet Is a Warning Shot 🔥
Warren Buffett just poured more capital into his massive Japan positions — and this isn't coincidence. With U.S. rates poised to drop while Japan's are climbing to 30-year highs, the yen is set for a comeback. Carry trades could unwind fast, tightening global liquidity and shaking markets.
His gains on these Japanese trading houses? Already over 70% and climbing.
When the Oracle moves big and early like this, smart money pays attention — the tide is turning. 🚨💥
#WarrenBuffett #JapanStocks #Investing #yen
Warren Buffett just poured more capital into his massive Japan positions — and this isn't coincidence. With U.S. rates poised to drop while Japan's are climbing to 30-year highs, the yen is set for a comeback. Carry trades could unwind fast, tightening global liquidity and shaking markets.
His gains on these Japanese trading houses? Already over 70% and climbing.
When the Oracle moves big and early like this, smart money pays attention — the tide is turning. 🚨💥
#WarrenBuffett #JapanStocks #Investing #yen
BTC Hits Record High vs. Japanese Yen! 🚀🇯🇵
Bitcoin just smashed its all-time high against the Japanese Yen (JPY) as Japan’s new Prime Minister, Sanae Takaichi, pledges to revive "Abenomics" — signaling more government spending, loose monetary policy, and low rates.
Key takeaways:
· BTC/JPY 🚀: Reached a record ¥18,64M
· Yen Weakens 📉: Hit 150.35 per USD
· Stimulus Ahead 💸: Sanae pushes for “demand-driven inflation” and close govt-bank coordination
With the Bank of Japan likely holding rates low, and fiscal easing on the horizon, Bitcoin continues to shine as a hedge against currency debasement.
Is your portfolio ready for the next leg up? 👀
$BTC #Bitcoin #Japan #Abenomics #Yen #Crypto #Macro #BTCJPY #AllTimeHigh
$BTC
Bitcoin just smashed its all-time high against the Japanese Yen (JPY) as Japan’s new Prime Minister, Sanae Takaichi, pledges to revive "Abenomics" — signaling more government spending, loose monetary policy, and low rates.
Key takeaways:
· BTC/JPY 🚀: Reached a record ¥18,64M
· Yen Weakens 📉: Hit 150.35 per USD
· Stimulus Ahead 💸: Sanae pushes for “demand-driven inflation” and close govt-bank coordination
With the Bank of Japan likely holding rates low, and fiscal easing on the horizon, Bitcoin continues to shine as a hedge against currency debasement.
Is your portfolio ready for the next leg up? 👀
$BTC #Bitcoin #Japan #Abenomics #Yen #Crypto #Macro #BTCJPY #AllTimeHigh
$BTC
🚨 THIS IS VERY VERY BAD!!!
Japan 10y UP
Japan 20y UP
Japan 30y UP
Japan 40y UP
Nobody is talking about this, but they should.
If you have money invested, you need to pay attention to this. Trust me.
I’ve lived through enough cycles to know how this ends.
Here is the truth:
For 20+ years, Japan was the world's ATM.
They kept rates at 0% (or negative), so investors borrowed Yen for cheap to buy US stocks, crypto, and real estate.
This is what we call the carry trade.
When JGB yields shoot up, like the 10Y crossing 2.1%, the money that used to be free isn’t free anymore.
This is where the chain reaction starts:
1. REPATRIATION
Japanese institutions are the biggest foreign holders of US debt.
If they can finally get 3% risk-free at home (see the 30Y/40Y in the pic), they stop buying US Treasuries and bring their cash back to Tokyo.
2. THE UNWIND
We saw a preview of this in August 2024. When the Yen strengthens and yields rise, leveraged traders get margin called.
They have to sell their winning assets (US stocks, Gold, etc.) to pay back their Yen loans.
Rising JGB yields are effectively a global liquidity withdrawal.
It acts like a rate hike for the rest of the world, even if the Fed does nothing.
Risk assets feel this first, long before central banks admit conditions have deteriorated.
Watch the 10Y closely… if it moves too fast, things break.
Keep in mind, I’ve called every major top and bottom for over 10 YEARS.
When I make my next move, I’ll share it here publicly on my account for everyone to see.
If you still haven’t followed me, you’ll regret it.
Btw, I’ve got a free investor guide I don’t normally share. Comment if you want it.
$BTC $BROCCOLI714 $BREV
#Japan #yen #BTC #WriteToEarnUpgrade #BinanceHODLerBREV
Japan 10y UP
Japan 20y UP
Japan 30y UP
Japan 40y UP
Nobody is talking about this, but they should.
If you have money invested, you need to pay attention to this. Trust me.
I’ve lived through enough cycles to know how this ends.
Here is the truth:
For 20+ years, Japan was the world's ATM.
They kept rates at 0% (or negative), so investors borrowed Yen for cheap to buy US stocks, crypto, and real estate.
This is what we call the carry trade.
When JGB yields shoot up, like the 10Y crossing 2.1%, the money that used to be free isn’t free anymore.
This is where the chain reaction starts:
1. REPATRIATION
Japanese institutions are the biggest foreign holders of US debt.
If they can finally get 3% risk-free at home (see the 30Y/40Y in the pic), they stop buying US Treasuries and bring their cash back to Tokyo.
2. THE UNWIND
We saw a preview of this in August 2024. When the Yen strengthens and yields rise, leveraged traders get margin called.
They have to sell their winning assets (US stocks, Gold, etc.) to pay back their Yen loans.
Rising JGB yields are effectively a global liquidity withdrawal.
It acts like a rate hike for the rest of the world, even if the Fed does nothing.
Risk assets feel this first, long before central banks admit conditions have deteriorated.
Watch the 10Y closely… if it moves too fast, things break.
Keep in mind, I’ve called every major top and bottom for over 10 YEARS.
When I make my next move, I’ll share it here publicly on my account for everyone to see.
If you still haven’t followed me, you’ll regret it.
Btw, I’ve got a free investor guide I don’t normally share. Comment if you want it.
$BTC $BROCCOLI714 $BREV
#Japan #yen #BTC #WriteToEarnUpgrade #BinanceHODLerBREV
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